Creating an Investment Plan/INVPlan

This in-depth course provides participants with the essential theory and hands-on computer lab needed to build an investment plan for their government. The course consists of two components:

1. An in-depth discussion of the important role participant’s play as stewards of public funds; addressing important challenges facing public funds today – how to insure investment practice follows policy and performance measurement.
2. Each student participates in a hands-on computer lab. Combining state of the art technology with a case study and investment planning software students go step by step through the why and “how-to” of creating an investment plan.

Main Street Money Managers seeking an in-depth course on the fundamentals of how to professionally manage a public fund portfolio will find Creating an INVPlan an invaluable resource. Creating an INVPlan is a prerequisite for enrollment in Creating My INVPlan, a webcast course to apply theory and case study to create an investment plan tailored to your government.

Participants receive six hours of instruction; a copy of the instructor’s book, The Politics of Public Fund Investing; Creating an INVPlan workbook; suite of investment plan software; and a certificate of completion. Course size: maximum 20 people.

Creating my Investment Plan/MyINVPlan

Evaluating Investment Performance
What Every Public Fund Should Know About Benchmarking

This introductory level workshop on understanding benchmarks from a public fund perspective is for those exploring benchmarks to measure investment performance. The workshop covers the fundamentals of a benchmark. The workshop covers how these fundamentals can be applied to a public fund seeking to use a benchmark for evaluating and measuring their portfolio’s performance.

Participants receive three to four hours of instruction; a copy instructor’s book, The Politics of Public Fund Investing; certificate of completion and written agenda needed for CPE credits. Minimum number: 50 people. No maximum number.

Fixed Income Boot Camp I

For public fund professionals interesting in improving their mental fitness in the art of fixed income investing, this workshop provides a robust combination of theory and practice. Fixed Income Boot Camp I first introduces the paradox between book yield and total return and then explores with participants how a public fund can profit from taking losses. Instructors conclude the workshop with a demonstration of how to use Excel to model fixed income securities.

Participants receive four hours of instruction; a copy of one of the instructor’s book, The Politics of Public Fund Investing; certificate of completion and written agenda needed for CPE credits. Minimum number: 50 people. No maximum number.

Fixed Income Bootcamp II

For public fund professionals interesting in improving their mental fitness in the art of fixed income investing, this workshop provides a robust combination of theory and practice. Fixed Income Boot Camp II first introduces the paradox between book yield and total return and then explores with participants how a public fund can profit from taking losses. Instructors conclude the workshop with a demonstration of how to use Excel to model fixed income securities.

Participants receive six hours of instruction; a copy of one of the instructor’s book, The Politics of Public Fund Investing; certificate of completion and written agenda needed for CPE credits. Minimum number: 50 people. No maximum number.

Identity Theft

MSNBC reporter and author of “Your Evil Twin: Behind the Identity Theft Epidemic” and television reporter, Bob Sullivan, shares his experiences and footage to shed light on this critically serious theft that may affect you personally as well as those who maintain personal data for their community. The book and presentation are offered to groups over 75 people for $50 per person plus the trainer’s hotel, transportation and meals.

Leadership and Team Building

This workshop developed and taught by Mark McRae, combines his experience as a treasurer, manager and horse owner to demonstrate how team work, leadership and staying focused on clearly defined goals can become second nature. “Horse sense is the thing that a horse has which keeps it from betting on people” WC Fields. This special program focuses on trust-based leadership when building your team. Prices and minimums are available upon request.

Media Training

This workshop, developed and taught by the "Media Training 101" Author, Sally Stewart, ranges from two hours to a full day program. The course is taught throughout North America and comes with, Media Training 101. Prices and minimums are available upon request.

Notary Training

This 90 minute course is perfectly suited to treasurers and clerks. The encyclopedia, certificate of completion and training are offered to groups over 50 for $55 per person plus the trainer's flight, hotel, transportation and meals.

Perfecting the Collections Process

Perfecting the Collections Process and Achieving Real Result examine: preconditions for success; the billing process, communications; payment options, initial response to potential delinquency; the ins and outs of bankruptcy and much more.

Taught by the authors of BRASS TAX, this course ranges from three to eight hours in length and includes a certificate of completion and copy of the book, BRASS TAX: The Compendium of Local Government Collection Powers and Practices.

Prices and minimums are available upon request.